市場調查報告書
商品編碼
945949

世界家族辦公室行業增長,趨勢,預測(2020-2025)

Global Family Offices Industry - Growth, Trends, and Forecasts (2020 - 2025)

出版日期: | 出版商: Mordor Intelligence Pvt Ltd | 英文 130 Pages | 商品交期: 2-3個工作天內

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  • 全貌
  • 簡介
  • 目錄
簡介

世界各地的富人的財富增加了他們的儲蓄,加上世界各國中央銀行採取了積極的貨幣寬鬆政策。結果,近年來家族辦公室的數量顯著增加。截至2019年,家族辦公室管理的平均資產為9.17億美元,平均淨資產為12億美元。

當前,我們正在接近行業中最重要的趨勢。家庭財富管理公司在中國,印度和其他亞太國家越來越受歡迎。

與北美和亞太地區的富人相比,歐洲家庭對非西方地區的慈善機構捐款和捐款更感興趣。

該報告調查了全球家族辦公室市場,並分析了市場概況,市場增長因素和障礙因素的分析,市場規模趨勢以及按類型,資產類別和地區,競爭狀況做出的預測我們提供全面的信息,例如主要公司的概況。

內容

第1章簡介

第2章調查方法

  • 調查結果
  • 調查的前提條件
  • 分析調查方法
  • 研究階段

第3章執行摘要

第4章市場動態

  • 市場概況
    • 形成家族辦公室所涉及的因素
    • 家族辦公室結構-人力資本及其他相關費用
    • 全球平均家庭淨資產和平均家庭辦公室資產管理規模
    • 多年來建立的家族辦公室的百分比
    • 按行業劃分的家族管理業務
  • 家族辦公室投資策略和影響績效的趨勢
    • 另類投資創造更高的資產份額
    • 家族辦公室投資見解
    • 家族辦公室的啟動資金和風險投資交易
  • 行業監管形勢的演變
    • Dodd Frank監管環境下的家族辦公室
    • FATCA和CRS對家族辦公室的影響
    • 新規定對家族辦公室的影響
  • 虛擬家族辦公室:通過適應技術來開展新業務
  • 市場增長因素
  • 市場約束因素
    • 過度依賴舊系統
  • 波特的五力分析
  • COVID -19的行業影響

第5章市場細分

  • 按產品
    • 獨立屋
    • 多家族辦公室
    • 虛擬家族辦公室
  • 按投資資產類別
    • 月奈
    • 庫存
    • 另類投資
    • 產品
    • 現金或現金等價物
  • 按地區
    • 北美
    • 歐洲
    • 亞太地區
    • 新興市場

第6章競爭情況

  • 組織概況
    • Cascade Investment LLC
    • Bezos Expeditions
    • Bessemer Trust
    • MSD Capital
    • Stonehage Fleming
    • Glenmede
    • Emerson Collective
    • Silvercrest Asset Management*

第7章市場機會和未來趨勢

目錄
Product Code: 70603

The number of family offices grew significantly in recent years in lieu of an increase in wealth accumulation by high net worth individuals across the globe coupled with aggressive monetary easing by global central banks. Average Assets under Management by a family office stands at 917 Million USD in 2019 whereas the average net worth of such families stands at 1.2 billion USD.

Coming to the most significant trends in the industry, China, India, and Other Asia-Pacific countries are increasingly becoming popular for family wealth managers. Education is the top cause families give to globally, constituting 29% of the average philanthropic portfolio, followed by health (14%), and the arts, culture, and sports (10%).

European families are more interested to fund or donate such philanthropic causes outside their region compared to North American And Asia-Pacific HNWIs.

Key Market Trends

Family Offices Invest Majority Of Their Assets Into Alternatives

Family Offices are prominent investors in alternative assets. The majority of investors target private equity and real estate reflecting wider industry trends across the private capital. Looking ahead to the next 12 months, family offices active in real estate are primarily targeting investment in high-risk/high-return opportunistic and value-added strategies. Family Offices' interest in alternative assets is growing and the proportion of investors investing in real estate has increased 8 percentage points from 2016 to 2019.

Family offices have fewer restrictions and more flexibility than other investor types and therefore have the capacity to deploy larger proportions of their total assets to asset classes higher up the risk/return spectrum. Family Offices' median asset allocations are highest in private equity and hedge funds.

Number of Family Offices Are on a Rise Across The Globe

By the end of Q2 2019, there are 7,300 offices worldwide, an increase of 38 percent in the last two years. North America had the largest share of family offices, with 3,100 or 42 percent of the total, while Asia-Pacific had 1,300 offices, and Europe had 2,300. Emerging markets, consisting of South America, Africa, and the Middle East, were home to 600 family offices. During the last two years, the number of Asia-Pacific family ­offices rose 44 percent, while in North America they grew 41 percent and, in Europe, 28 percent. The proportion of family offices by AuM are shown below.

Competitive Landscape

The report includes an overview of the largest family offices and a few mid-sized family offices with increasing participation in VC funding operating in the market studied. Each Profiling of the organization concentrates on the nature of family offices, how they finance their operations, services offered, families served, major funding activities and philanthropic donations done, risk profiling, and recent developments in the firm. Currently, some of the major players dominating the market studied, in terms of market share are listed.

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Scope of the market
  • 1.2 Market Definition

2 RESEARCH METHODOLOGY

  • 2.1 Study Deliverables
  • 2.2 Study Assumptions
  • 2.3 Analysis Methodology
  • 2.4 Research Phases

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

  • 4.1 Market Overview
    • 4.1.1 Factors Involved in the Formation of Family Offices
    • 4.1.2 Structure of Family Offices - Human Capital And Other Costs Involved
    • 4.1.3 Average Family Net Worth and Family Office Average AuM Across the Globe
    • 4.1.4 Proportion of Family Offices Formed Over the Years
    • 4.1.5 Operating Business Of Families, By Industry
  • 4.2 Trends Influencing Investment Strategies And Performance Of Family Offices
    • 4.2.1 Alternative Investments Attract Higher Asset Share
    • 4.2.2 Insights on Impact Investing Of Family Offices
    • 4.2.3 Startup Funding And VC Deals By Family Offices
  • 4.3 Evolving Regulatory Landscape Of The Industry
    • 4.3.1 Family Offices in Dodd-Frank Regulatory Evironment
    • 4.3.2 Impact of FATCA And CRS on Family Offices
    • 4.3.3 Implications of New Regulations For Family Offices
  • 4.4 Virtual Family Office: Technology Adaption In The New Business Landscape
  • 4.5 Market Drivers
    • 4.5.1 Hedge Fund Conversions to Escape SEC Regulations
    • 4.5.2 Growth In The Number of High Networth Individuals Across Regions
  • 4.6 Market Restraints
    • 4.6.1 Over Reliance on Legacy Systems
    • 4.6.2 High Demand For Transperancy Requires More Technology Investments
  • 4.7 Porter's Five Forces Analysis
    • 4.7.1 Threat of New Entrants
    • 4.7.2 Bargaining Power of Buyers/Consumers
    • 4.7.3 Bargaining Power of Suppliers
    • 4.7.4 Threat of Substitute Products
    • 4.7.5 Intensity of Competitive Rivalry
  • 4.8 Impact of COVID -19 on The Industry

5 MARKET SEGMENTATION

  • 5.1 By Product
    • 5.1.1 Single Family Office
    • 5.1.2 Multi Family Office
    • 5.1.3 Virtual Family Office
  • 5.2 By Asset Class Of Investment
    • 5.2.1 Bonds
    • 5.2.2 Equities
    • 5.2.3 Alternative Investments
    • 5.2.4 Commodities
    • 5.2.5 Cash Or Cash Equivalents
  • 5.3 By Geography
    • 5.3.1 North America
    • 5.3.2 Europe
    • 5.3.3 Asia-Pacific
    • 5.3.4 Emerging Markets

6 COMPETITIVE LANDSCAPE

  • 6.1 Overview (Market Concentration and Major Players)
  • 6.2 Organisation Profiles
    • 6.2.1 Cascade Investment LLC
    • 6.2.2 Bezos Expeditions
    • 6.2.3 Bessemer Trust
    • 6.2.4 MSD Capital
    • 6.2.5 Stonehage Fleming
    • 6.2.6 Glenmede
    • 6.2.7 Emerson Collective
    • 6.2.8 Silvercrest Asset Management*

7 MARKET OPPORTUNITIES AND FUTURE TRENDS